See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Filed as: BOK FINANCIAL ASSET MGMT., INC. Service code 15 · EIN 94-3149038 | Recordkeeping | $20,343 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,244 | $79,523-73.3% | $140,016-84.8% | $56,287-62.3% |
| Participation rate | 78.6% | 85.7%-7.1pp | 87.5%-8.9pp | 69.9%+8.8pp |
| Annual return | -7.36% | 2.39%-9.8pp | 651.12%-658.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,850 | $3,350-44.8% | $5,606-67.0% | $2,111-12.4% |
| Participant deferral / active EE | $3,070 | $5,129-40.1% | $6,927-55.7% | $3,350-8.4% |
| Admin fee / account holder | $93 | $614-84.8% | $10,705-99.1% | $521-82.1% |